13F.chat

Research & Analysis — Freemium

Tracks the quarterly 13F filings of about 130 fund managers and adds an AI chat for questions on their holdings.

AI chat over the 13F filings of about 130 fund managers

Overview

13F.chat is a web research tool built on SEC 13F filings. It follows roughly 130 fund managers, from Berkshire Hathaway to Fundsmith and Dodge & Cox, and shows what each one bought, added and sold last quarter, in dollars. It is for long-term investors who like to study what big money owns before they commit their own.

The core is a workspace. Pick one fund, or group several into a multi-fund view, and you get holdings, sector weights, concentration and quarter-over-quarter changes. An AI assistant sits beside the data and answers questions about the filings, with sources you can expand and check. A Discovery Radar maps which industries managers are rotating into and out of. A portfolio optimization area builds backtested strategies from those holdings.

The catch is the data itself. 13F filings arrive up to 45 days after quarter end and show long positions only, so you are reading old news. The strategy results on the homepage are backtests, not audited live records. The company behind it names no individuals. There is a free tier, paid plans start at $30 a month, and usage runs on credits. Short-term traders should skip it.

Pros

• Covers about 130 managers in one place
• AI chat answers with expandable sources
• Multi-fund workspaces compare holdings

Cons

• 13F data is delayed and long-only
• Launched 2026, no third-party reviews

Is 13F.chat Legit? FAQ

Is 13F.chat legit?

13F.chat is a working product, but it is new. It has fewer than 10 reviews on Trustpilot, G2, the App Store and Product Hunt, so there is no public track record yet. We list it because it has a real AI feature, not because it paid us. The biggest drawback we found: 13F data is delayed and long-only.

How much does 13F.chat cost?

13F.chat is listed at Free / $30/mo. There is a free tier, with paid plans above it. Prices change, so confirm on the official site before you pay.

Does 13F.chat have a free trial?

There is no time-limited trial listed, but the free plan lets you test 13F.chat before paying.